Advanced Printing

by User Not Found | Jul 20, 2016

Advanced Printing techniques are done through Microsoft Word and its directory mail merge functionality. You can either use one of our pre-made templates or create your own using Microsoft Word's Mail Merge wizard.

Here is a link to help create your own mail merge template: http://support.microsoft/com/kb/294693


On the Expression Dashboard

You will need to export your service entries to CSV. CSV is a raw spreadsheet format that can be opened in Excel.

1. Select "Export Entries (CSV)", in the drip down menu on the entries button.

Depending on your browser, it may ask to name and save the file. If not it will save it to your default downloads folder.

2. Save the file to (you will need to know the location of this file in the next steps).


In Microsoft Word (2007)

3. Open the Register Book template in Word

4. Go to the tab Mailings > Select Recipients, Select Use Existing List...

5. Browse to and select the registry CSV file that was downloaded from the dashboard, click Open.

Preview an entry by clicking Preview Results. This will only show you an example of one entry.

6. Click Finish and Merge, and select Edit Individual Documents...

A "Merge to New Document" dialog box pops up.

7. Make sure All is selected and click OK.

8. You will receive an error message letting you know the last row in the CSV file. Click OK.

9. Save the file and Print.

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